Beverly has over 27 years of experience as a tax specialist, with 25 years of experience in financial planning. Before entering the financial services industry, Beverly was an auditor with the U.S. Department of Energy, supervising criminal audits with congressional oversight. Beverly earned her B.A. in accounting cum laude from American University in 1975, and acquired her MBA “with distinction” in 1979. Beverly completed her CPA designation in 1976, and became a CFP® in 1988.